Financial ADVSR advisor directory · SEC adviser records
Betterment financial advisors in New York
Every SEC-registered investment adviser representative at a Betterment office in New York, by city and A to Z.
20 registered advisors work at Betterment in New York, out of 25 nationwide; it's the firm's number 1 state by advisors, and the most are in New York (19). 5 list the CFP designation and 0 are also registered broker representatives.
Betterment advisors by city in New York
Every firm in New York →Betterment advisors in New York, A to Z
Search by name →- Joshua J. BaldwinNew York
- David A. CalderonNew York
- Corbin B. DonahueNew York · Certified Financial Planner
- Joshua GarzaNew York
- Robert J. GlotfeltyNew York
- Rachel J. HartendorpNew York
- Christian Heredia-BauerBrooklyn
- Nicholas HolemanNew York · Certified Financial Planner
- Chase A. HullNew York
- Sara KalsmanNew York · Certified Financial Planner
- Hannah M. KaufmanNew York · Certified Financial Planner
- Mario LanderosNew York · Certified Financial Planner, Chartered Financial Consultant
- Lucia E. MihalekNew York
- Andrew L. NottinghamNew York
- Alec D. PupoNew York
- Natisha K. RunyanNew York
- Eli G. SavelleNew York
- Conner J. ThompsonNew York
- Dana C. TrentalangeNew York
- Mindy YuNew York
Betterment advisors in every state →Betterment: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Betterment financial advisors are in New York?
20 investment adviser representatives are registered at Betterment offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 25 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in New York does Betterment have the most advisors?
New York, with 19, then Brooklyn (1). Betterment has advisors in 2 cities in New York.
How do I check a Betterment advisor in New York?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Betterment office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.